Tag: Short Term Goals

The financial futures of many Americans are being fretted away by brokers and banks. A recent article by author Dan Solin titled The Average Returns Myth describes the hysteria of active mutual fund managers as…

Urgency and Advice A large percentage of the individuals who contact us say they need “advice”. What this usually means is that they want a resolution to an urgent problem. The situation is urgent because…

“Shiny Objects” We don’t spend much time, and neither should you, trying to predict economic inputs that we can’t influence. However, many of our clients sure worry about the direction of Federal Reserve policy, the…

The physical horizon is entirely a mental construct…the perception of the visual horizon helps you process space. Perceptions can help in financial decision making also. If you change the perception, you change the problem that…

The magic of technology has brought us a brand new risk…”headlines risk”. That is, the risk of reacting to media hype and headlines instead of following your long-term financial plan. While newspaper and magazine headlines…